Executive Branch Personnel Public Financial Disclosure Report ...

Annual Report 2018 | U.S. Office of Government Ethics; 5 C.F.R. part 2634 | Form Approved: OMB No. (3209-0001) (January 2018)

Executive Branch Personnel Public Financial Disclosure Report (OGE Form 278e)

Filer's Information

Bernhardt, David Deputy Secretary, Department of the Interior Report Year: 2018 Other Federal Government Positions Held During the Preceding 12 Months: None

Electronic Signature - I certify that the statements I have made in this form are true, complete and correct to the best of my knowledge. /s/ Bernhardt, David [electronically signed on 05/01/2018 by Bernhardt, David in ]

Agency Ethics Official's Opinion - On the basis of information contained in this report, I conclude that the filer is in compliance with applicable laws and regulations (subject to any comments below). /s/ de la Vega, Scott, Certifying Official [electronically signed on 06/07/2018 by de la Vega, Scott in ]

Other review conducted by /s/ McDonnell, Edward F, Ethics Official [electronically signed on 06/05/2018 by McDonnell, Edward F in ]

U.S. Office of Government Ethics Certification

Bernhardt, David - Page 1

/s/ Skalla, Daniel L, Certifying Official [electronically signed on 06/20/2018 by Skalla, Daniel L in ] Data Revised 06/04/2018 Data Revised 05/30/2018 Data Revised 05/25/2018

Bernhardt, David - Page 2

1. Filer's Positions Held Outside United States Government

#

ORGANIZATION NAME

CITY, STATE

ORGANIZATION POSITION HELD FROM TYPE

1

Brownstein Hyatt Farber and Schreck, LLP

Washington, District of Columbia

Law Firm

Shareholder

6/2009

2

Center for Environmental Science Accuracy See Endnote

Dixon, California Non-Profit

Board

6/2012

and Reliabilty

Member/volunt

eer

3

Bernhardt Brothers Land and Cattle, LLC

See Endnote

Greeley,

Colorado

Limited Liability Managing

Company

Member

6/2012

TO 7/2017 3/2017 3/2017

2. Filer's Employment Assets & Income and Retirement Accounts

#

DESCRIPTION

EIF

VALUE

1

Brownstein Hyatt Farber and Schreck, LLP

(law firm)

1.1

Brownstein Hyatt Farber and Schreck, LLP

N/A

1.2

Brownstein Hyatt Farber and Schreck, LLP, See Endnote

N/A

capital account

1.3

BHFS-E PC (General partner and holding

N/A

company of the law firm)

None (or less than $1,001)

None (or less than $1,001)

INCOME TYPE

INCOME AMOUNT

Partnership distribution based upon equity interest/bonus for 2017

2017 S Corp distribution disbursements based upon ownership interest

$401,579

None (or less than $201) $74,984

Bernhardt, David - Page 3

#

DESCRIPTION

1.4

UBE PC (General Partner entity of the law

firm)

2

Brownstein Hyatt Farber and Schreck, LLP

Defined Contribution Retirement Plan

2.1

Metropolitan West Total Return Bond Fund

Class I (MWTIX)

2.2

Pimco High Yield Fund Institutional Class

(PHIYX)

2.3

Vanguard Institutional Index Fund

Institutional Shares (VINIX)

2.4

Vanguard Small-Cap Index Admiral Shares

(VSMAX)

2.5

Vanguard Total International Stock Index

Fund Admiral Shares (VGTSX)

3

IRA #1

3.1

DFA Emerging Markets Small Cap Port

Institutional Class N/L (DEMSX)

3.2

DFA Emerging Markets Value Port

Institutional Class N/L (DFEVX)

3.3

DFA International Value Port Institutional

Class N/L (DFIVX)

3.4

DFA U.S. Large Cap Value Port Institutional

Class N/L (DFLVX)

3.5

DFA U.S. Small Cap Value Port Institutional

Class N/L (DFSVX)

3.6

DFA International Large Cap Growth Fund

Inst Class N/L (DILRX)

3.7

DFA International Small Cap Growth Fund

Inst Class N/L (DISMX)

EIF

VALUE

INCOME TYPE INCOME

AMOUNT

N/A

None (or less

than $1,001)

None (or less than $201)

No

Yes

$15,001 -

$50,000

Yes

$50,001 -

$100,000

Yes

$250,001 -

$500,000

Yes

$100,001 -

$250,000

Yes

$100,001 -

$250,000

No

Yes

$1,001 - $15,000

None (or less than $201)

None (or less than $201)

None (or less than $201)

None (or less than $201)

None (or less than $201)

$201 - $1,000

Yes

$15,001 -

$50,000

Yes

$15,001 -

$50,000

Yes

$100,001 -

$250,000

Yes

$15,001 -

$50,000

Yes

$15,001 -

$50,000

Yes

$1,001 - $15,000

$201 - $1,000 $201 - $1,000 $5,001 - $15,000 $1,001 - $2,500 $201 - $1,000 None (or less than $201)

Bernhardt, David - Page 4

#

DESCRIPTION

EIF

3.8

DFA International Small Cap Value Portfolio

Yes

Inst CLS N/L (DISVX)

3.9

DFA U.S. Small Cap Growth Port Institutional

Yes

Class N/L (DSCGX)

3.10 DFA U.S. Large Cap Growth Port Institutional

Yes

Class N/L (DUSLX)

3.11 Vanguard High Yield Corporate Fund Admiral shares N/L (VWEAX)

See Endnote

Yes

VALUE

INCOME TYPE

$1,001 - $15,000

INCOME AMOUNT

$201 - $1,000

$15,001 $50,000

$50,001 $100,000

$15,001 $50,000

$201 - $1,000 $1,001 - $2,500 $1,001 - $2,500

3. Filer's Employment Agreements and Arrangements

#

EMPLOYER OR PARTY

1

Brownstein Hyatt Farber and Schreck, LLP

2

Brownstein Hyatt Farber and Schreck, LLP

CITY, STATE

Denver, Colorado

Denver, Colorado

3

Brownstein Hyatt Farber and Schreck, LLP

Denver, Colorado

STATUS AND TERMS

DATE

My capital contribution was returned before I entered 1/2012 federal service.

Defined Contribution Retirement Plan: I am a participant in the firm's defined contribution retirement plan. Neither I nor the sponsor have made, nor will we make, any additional contribution to the plan following my departure from the firm.

6/2009

Final S Corp distribution based upon ownership interest. Received prior to entering Federal service.

1/2012

4. Filer's Sources of Compensation Exceeding $5,000 in a Year

(N/A) - Not required for this type of report

Bernhardt, David - Page 5

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